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Platform URL

https://[enterprise].cvtr.io/v2/

API Endpoints

Epic

Document status

DRAFT

Document owner

Danny Hannah Adam Carter

Technical writers

Related Content

šŸ  Feature Overview

Provide an overview of the feature and describe:

\uD83D\uDDD2 Summary

Summarise the functionalities in a table

Functionality

User Story

1

\uD83D\uDDD2Ā User Permissions

https://docs.google.com/spreadsheets/d/1i4qTTKkC3rF3EyEOh2585ktDDGge0L0IMVDNCwriFR0/edit#gid=687611748

Requirement

User Story

Importance

Jira Issue

Notes

1

Bulk Edit

As an admin or agency user they will need to have the ability to perform all of the above action 1-6 within a bulk action. The user will be able to input a list of lead id(s) (separated by a semicolon) then select the action they wish to perform in bulk.

HIGH

2

Add Lead Data

As an admin or unmasked agency user, they have the ability to add lead data to an existing lead. When the user interacts with the lead they can click add and then input the additional data to the lead record

HIGH

3

Edit Lead Data

As an admin or unmasked agency user, they have the ability to edit lead data to an existing lead. When the user interacts with the lead they can click edit and then change the data on the lead record

HIGH

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